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Homrich & Berg’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Homrich & Berg’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$3.63M Buy
36,890
+655
+2% +$66.4K 0.08% 99
2021
Q2 		$3.57M Buy
36,235
+3,728
+11% +$357K 0.08% 100
2021
Q1 		$2.95M Buy
32,507
+18,237
+128% +$1.62M 0.08% 103
2020
Q4 		$1.23M Buy
14,270
+11,609
+436% +$943K 0.03% 180
2020
Q3 		$203K Buy
+2,661
New +$200K 0.01% 319

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Homrich & Berg's ESGU Position: Q3 2021 in Review

Homrich & Berg increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.8% in Q3 2021, buying an estimated $66.4K and bringing the position to 36,890 shares worth $3.63M. The position accounts for 0.08% of the portfolio, ranked #99.

Homrich & Berg first reported a position in ESGU in Q3 2020 and has held it in 5 quarters since. 553 funds tracked by Wall St. Rank hold ESGU as of Q3 2021.

  • Homrich & Berg held 36,890 shares of iShares ESG Aware MSCI USA ETF worth $3.63M as of Q3 2021.
  • Homrich & Berg bought 655 iShares ESG Aware MSCI USA ETF shares in Q3 2021, an estimated $66.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of Homrich & Berg's portfolio in Q3 2021, its #99 holding.
  • Homrich & Berg first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 5 quarters since.
  • 553 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.